Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SUMMIT BENEFIT SOLUTIONS,INC. Service code 15 · EIN 34-1888990 | Recordkeeping | $12,823 |
Service code 26 3524 COMMERCE PARKWAY · WOOSTER, OH 44691 | Advisory (Participants) | $10,971 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,222 | $56,171-40.9% | $108,745-69.4% | $55,167-39.8% |
| Participation rate | 87.2% | 70.7%+16.5pp | 77.7%+9.6pp | 69.0%+18.3pp |
| Annual return | 9.28% | 214.86%-205.6pp | 46.22%-36.9pp | 169.23%-160.0pp |
| Employer contribution / active EE | $1,076 | $2,153-50.0% | $3,323-67.6% | $1,963-45.2% |
| Participant deferral / active EE | $1,749 | $3,437-49.1% | $5,121-65.9% | $3,054-42.7% |
| Admin fee / account holder | $131 | $302-56.7% | $6,144-97.9% | $504-74.1% |